Antipodes Portfolio Manager John Stavliotis discusses the opportunities in emerging markets, their strong growth potential and diversification benefits. Speaking to Good Returns TV, he tells Philip Macalister that while these markets can be volatile, they account for nearly half of global GDP and are growing faster than developed economies.
John Stavliotis, Portfolio Manager at Antipodes, talks to Philip Macalister about the investment prospects within emerging markets. His fund, the first of its kind in New Zealand, has been operational for two and a half years and currently manages $20 million in assets.
Stavliotis says that although emerging markets can be volatile in the short term, they offer substantial opportunities for diversification and sustained growth. “Over the medium term, investors gain exposure to the underlying momentum of these economies,” he says.
“These markets represent nearly 80% of the world’s population and almost 50% of global GDP, with growth rates exceeding those of developed economies.”
Developed markets currently hold a 55% premium over emerging markets, a gap driven by the outsized influence of major U.S. companies. “The market capitalisation of the so-called Magnificent Seven US firms surpasses that of the entire MSCI Emerging Markets index by 2.3 times,” Stavliotis says.
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